Economía Internacional
Fitch ve un golpe para América Latina por la inflación y el alza de tasas en EEUU – AE
Brasil: Inflación se acelera a máximos de 7 años a mediados de marzo – Reuters
Brazil Inflation Speeds Past Forecast as Gas and Food Costs Jump – Bloomberg
Brazilian monetary tightening will probably end at 12.75% – Reutrers
Chile: Réquiem por la democracia representativa – Lucía Santa Cruz
Argentina: El Gobierno está perdido, fracturado y sin rumbo – Manuel Adorni
Argentina: FMI aprueba acuerdo: economistas proyectan escenario – Bloomberg
IMF and Argentina poised to finalise $45bn debt restructuring – Financial Times
España y Portugal podrán poder límites al precio de la energía – El Economista
UE aprueba comprar más GNL a EEUU para intentar anular a Rusia – Libre Mercado
Alemania planea dejar de consumir petróleo, gas ruso en dos años – Bloomberg
Berlin to end reliance on Russian gas by 2024 as US offers LNG shipments – FT
Rusia sufriría profunda recesión de dos años, inflación del 20% – Bloomberg
Russia says new ‘phase’ of Ukraine offensive to focus on Donbas – Financial Times
Erdogan Calls On Putin To “Make An Honorable Exit” From Ukraine – Zero Hedge
Biden sinking even lower as soaring prices drain families – Fox Business
Stocks Gain in Choppy Trade, Treasury Yields Rise – Bloomberg
Goldman Sees Half-Point Fed Hikes in May and June – Bloomberg
Citigroup Sees Fed Raising Rates by Half Point at Next Four Meetings – Bloomberg
BofA ve dos aumentos de tasas de la Fed de 50 puntos básicos en junio y julio – Reuters
A Harder Line with Beijing? Let’s Hope Not – Joseph Solis-Mullen
Here’s My Plan To Hold Congress’s Big Spenders Accountable – Rand Paul
Entire Decade Wasted at Expense of Common Sense – Jeffrey Snider
How the C-Suite Embraced Lockdowns and Economic War – David Stockman
Tasas reales alertan de necesidad de mayor urgencia de la Fed – Bloomberg
Stocks Generally Do Well During Rate-Hike Cycles – Market Minder
Austrian School vs. Business School: Creating Value – Connor Mortell
Bitcoin Was Supposed To Be Digital Gold. It Hasn’t Worked Out – Edward Robinson
Anson Funds With 45% Returns Drawn Into DOJ Probe of Short Sales – Bloomberg
Exxon Is Mining Bitcoin With Excess Gas – NAMCIOS
EU Inks LNG Deal With U.S. To Replace Russian Gas – Irina Slav
Koch Brothers Are Betting Big On An Electric Future – Irina Slav
Goldman Sachs: $200 oil a barrel could cause recession – Yahoo Finance
Crypto Outlook 2022 – Kevin O’Leary and Roy Niederhoffer
La desnacionalización del dinero – Phillipp Bagus, Manuel Polavieja y Juan Ramón Rallo
Wealth Management
The Stagflation Risk – Ben Carlson
Panic Selling Quantified – Barry Ritholtz
Stocks Are Overvalued, So Say Treasury Yields – Michael Kramer
Surge In Bond Yields Says It’s Time To Buy Bonds – Lance Roberts
A Few Notable Mistakes To Avoid With Your Roth – Charlene Rhinehart
Crescat Gets Activist on Gold & Silver #70 – Crescat Capital
A Global Liquidity Crisis with Massive Food Shortages Is Coming – Jim Rickards
Pimco anuncia la llegada de la economía anti-Goldilocks y desvela su estrategia – El Economista